Job Summary

•    Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment  

Key Responsibilities

•    To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
•    To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
•    In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals.
•    To participate in marketing and promotional activities for customer acquisition.
•    To source and call on individual prospects
•    To provide quality, efficient after-sales services
•    To manage anti-attrition and retention of clients
•    To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
•    Partner with product specialists and investment advisors to deliver holistic banking, wealth, lending, insurance, and treasury solutions aligned to clients' financial goals.
•    To comply with all applicable money laundering prevention procedures and report any suspicious activity to the Transaction Monitoring Unit.
•    To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
•    Client Relationship Management
•    Financial Advisory Activities

Motivations

•    Building long-term trusted client relationship rather transactional sales
•    Continuous learning in investments, financial markets and wealth management
•    Solving complex client financial needs with holistic solutions.

Our Ideal Candidate

Key Experiences:

• 4+ years’ experience in wealth and retail banking experience 
• Strong understanding of investment, insurance and lending products
• Experience conducting financial needs analysis and provided wealth solutions
• Experience serving affluent, international clients based in UAE and understanding their cross-border banking and wealth management needs would be advantageous.
• Experience in managing UAE market.
• UAE financial advisory exposure would be advantageous.

Certifications / Qualifications (only where mandatory):

• Possess relevant banking, wealth management, or financial advisory qualifications.
• Candidates without Singapore regulatory certifications may be considered, subject to obtaining the required CMFAS and regulatory certifications within the prescribed timeframe after employment.
• CFP, CFA, CWM, AFP, or equivalent professional qualifications will be an advantage.

Role Specific Technical Competencies

Must-have Skills    
•    Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
•    Client Acquisition & Prospecting
•    Relationship Management and Client Retention

Other Skills    
•    Investment & Wealth Advisory
•    Risk, Compliance & Regulatory Knowledge
•    Business Development & Networking
•    Communication 

About Standard Chartered

We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.

Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

What We Offer

• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.
• In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global employee assistance programme, sick leave, mental health first-aiders and self-help toolkits.
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual, and digital learning.

Visit our careers website to learn more about us: www.sc.com/careers.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.